Just curious if anyone knows how I can grant one of our data entry guys permission to merge constituents....  I can't find anything in the help tabs that addresses this issue.

Thanks so much!

  - Tricia

Nothing to see here.

Go to Admin/Security

pull up the Group the user is in

Group Priveleges

Check Administration

click the options button

Check Merge Consdtituents

Ignore my previous reply - in Security you need to tick Administration and then the Options box becomes available.  Click that and you will see a box called 'Merge Constituents'.

 Peter

Oh no!

Permission to merge and permission to delete are two separate selections. They are often used at the same time, but you DO NOT have to have delete rights to merge.

And I would never give permission to delete records to anyone who does not have Supervisor rights and the know-how to back up and restore the database.

To give someone the ability to merge (or delete) records, you need to go to Administration and then Security. You create a Security group that you assign the rights to (on the right hand side--Group Privileges--and going through the options for Administration). You then assign the user who should have those rights to that group.

Personally, I always give my users who have extra security rights a separate log-in, so that they are (hopefully) a little more aware (and wary) of what they are doing.

 Thanks so much for the clarification!  I found the "permission to merge" selection but I can't seem to find the permission to delete check box.  Any chance you'd be able to give me a hint?

By the way, I'm becoming so very grateful for this forum!  Are people always this helpful?  This is so nice and thanks to everyone who posted a response so quickly!

 - tricia.

Admin/Security

Pull up the Group

Make sure records is checked - highlight it and click options

Constituent should be th top line - check the delete part (should also make sure edit is checked if you want them to merge/update data)

Tricia, I would not just change the permissions for the whole group, if there is anyone else in that group.  That makes the merge option available to all persons who are in that group.  If they are the only person in the group that is fine--if not you have just given all data entry people those permissions.

I would create a special "data entry-merge" security group with the required merge permissions, and put that person in that group.  Or alternatively, create a "Merge" group with merge options only and nothing else checked, and add this person to that group (leaving them also in the regular "data entry" group). In RE, a person can be in more than one group, and whatever permissions are the highest for a given action will apply.  I actually prefer this latter, as all data entry people have the same options, unless they are added to a special group with extra options as well.  The other advantage to this second method is that you can temporarily give this option to someone for a specific job (like getting rid of duplicates) and then take the person out of that group without having to reset all their settings--using the "Merge" group only when needed if that is a good option for your circumstance.

Hope this helps.